Daily Alpha · YouTube
· Premarket Alpha · by Buzzberg Research
Who was talking 40 videos · 15 channels
Long-end yields
1 video · 47mThe 30-year Treasury was near 5.43%, its highest since 2004, and the average yield on global government debt moved within a whisker of 4%.
Long-end Treasury yields hit highest since 2004 on growth, AI supply, oil
Bloomberg reports the 30-year yield near 5.43%, its highest since 2004, driven by strong growth data, AI-related financing supply, and oil above $100 with no obvious offramp.
Diesel policy
1 video · 47mThe API's Mike Sommers said a US diesel export ban would force refiners to cut runs and raise gasoline and jet fuel prices, and that about 10% of global refining capacity is offline; Senator Tina Smith is open to a ban but calls it a short-
API CEO: diesel export ban would cut refinery runs and lift gasoline/jet fuel
Mike Sommers, CEO of the American Petroleum Institute, argued that a diesel export ban would fill domestic tanks, force refiners to cut runs, and ultimately raise gasoline and jet fuel prices, while only temporarily lowering diesel. He framed refiners as price takers in a global commodity market.
Neocloud rankings
1 video · 1h 08mClusterMAX 3.0 moved Nebius into platinum with CoreWeave, kept Oracle and Google Cloud in gold, moved Azure to silver and AWS and Crusoe to bronze.
Nebius joins CoreWeave in platinum tier; Azure and AWS downgraded
ClusterMAX 3.0 ranks 77 providers: Nebius moves up to platinum alongside CoreWeave, Oracle and Google Cloud round out gold, Azure moves down to silver, and AWS and Crusoe move down to bronze.
Nvidia framed as AI's 'central bank' and backstop of last resort
TBPN hosts described Nvidia as backstopping the AI stack — lending investment-grade credibility to data-center debt, acting as a soft landing for application-layer startups via $10-15B acquisitions, and investing directly in nearly every lab and AI project.
Muse agent launches paid subscription tiers, Meta's first non-ad revenue line
Muse launched September 8 and hit the number one free app in America, passing ChatGPT, with paid plans around $20 and $100 per month — Meta's first real subscription business after a lifetime of advertising-only revenue.